Independent Wealth Network’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Independent Wealth Network’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$860K	Sell	9,469 -159	-2%	-$14K	0.22%	120
2026 Q1	$761K	Buy	9,628 +29	+0.3%	+$2.4K	0.23%	118
2025 Q4	$792K	Buy	9,599 +28	+0.3%	+$2.29K	0.24%	105
2025 Q3	$772K	Buy	9,571 +1,096	+13%	+$85.2K	0.25%	103
2025 Q2	$635K	Buy	8,475 +26	+0.3%	+$1.8K	0.23%	106
2025 Q1	$575K	Buy	8,449 +27	+0.3%	+$1.93K	0.23%	113
2024 Q4	$602K	Buy	8,422 +155	+2%	+$11.2K	0.24%	100
2024 Q3	$579K	Sell	8,267 -346	-4%	-$23.4K	0.26%	108
2024 Q2	$571K	Buy	8,613 +30	+0.3%	+$1.92K	0.27%	101
2024 Q1	$551K	Buy	8,583 +547	+7%	+$33.4K	0.26%	106
2023 Q4	$470K	Buy	8,036 +31	+0.4%	+$1.69K	0.25%	111
2023 Q3	$420K	Buy	8,005 +31	+0.4%	+$1.69K	0.26%	101
2023 Q2	$434K	Buy	7,974 +604	+8%	+$31.2K	0.26%	101
2023 Q1	$372K	Buy	7,370 +27	+0.4%	+$1.33K	0.24%	105
2022 Q4	$347K	Buy	7,343 +32	+0.4%	+$1.52K	0.24%	106
2022 Q3	$323K	Buy	7,311 +30	+0.4%	+$1.47K	0.25%	113
2022 Q2	$338K	Buy	7,281 +29	+0.4%	+$1.46K	0.24%	111
2022 Q1	$403K	Sell	7,252 -1,124	-13%	-$61.6K	0.26%	106
2021 Q4	$490K	Buy	8,376 +26	+0.3%	+$1.47K	0.3%	88
2021 Q3	$479K	Buy	+8,350	New	+$454K	0.31%	95

Other funds holding SPTM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Independent Wealth Network's SPTM Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.7% in Q2 2026, selling an estimated $14K and leaving 9,469 shares worth $860K. The position accounts for 0.22% of the portfolio, ranked #120.

Independent Wealth Network first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. 210 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Independent Wealth Network held 9,469 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $860K as of Q2 2026.
Independent Wealth Network sold 159 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $14K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.22% of Independent Wealth Network's portfolio in Q2 2026, its #120 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
210 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.